Each member of the PFG Team brings their own unique strengths and skills to come together and perform at our best for you. Everything we do is a team effort; all client meetings have two advisors and the plans we create are generated from the collective expertise of the whole group. As your needs grow and evolve, PFG will be there alongside you as your complete and strategic advisor.
As a recovering attorney, dad and founder of the Power Forward Group, my life involves wearing a lot of different hats - some that I steal from my dad. My career began as an estate planning attorney, mainly working with clients on the back-end of their careers and lives.
I realized a large gap existed from a financial perspective on educating people how to maximize the wealth they accumulate throughout their lifetime. The creative solutions and adaptive planning strategies we implement aid our clients in achieving their version of success.
Learn more about Ruvin's journey from attorney to financial advisor.
Ruvin holds his Series 7 and 66 licenses and is a Registered Representative of HTK.
Hockey
Understanding the need for a team and working together is something I apply to PFG every day.
Of Monsters and Men
Their albums never get old, just ask my kids!
The War of Art
There is nothing better than a book you can’t put down. War of art is that book for me.
Laphroaig Neat
Nothing like having a drink that reminds you of a summer barbeque with each sip!
Dollop
As a history nut, Dollop is the perfect podcast for me. Each podcast centers on an event chosen for its humor and peculiarity.
Skiing in Killington
Skiing with the family is a staple holiday in the Levavi household. Nothing beats the crisp slopes on a cold winter day.
Jack Levavi here. I’ve been in the financial services world for over 40 years, even though I don’t like to admit my age. My specialty is helping my clients build tax savings strategies and multi-generational wealth. I work closely with accountants, attorneys and TPAs in generating holistic plans. Over the course of my career, I have been a member of the Million Dollar Round Table many times. These days I consult the families PFG serves from my lakeside home in Upstate New York. In my free time, you can find me competing in powerlifting competitions, fly fishing and skiing.
Fly Fishing
Nothing like sitting by the water all day catching some fish.
Bad Habit - Offspring
What a classic - enough said!
Sleeping
Being well-rested is so important, and who doesn’t love a nap!
Watching Netflix
Diving into a great film or TV series is a great way to spend some evenings. It can help broaden your creative mind!
Fishing
When I’m fishing, I’m in the zone and can’t be interrupted.
Skiing in Killington
Our family ski trips are one of the highlights of my year.
Welcome to our website! I’m passionate about creating streamlined systems and processes to ensure the best experience for our clients (which includes the recent overhaul of this site!). Before joining PFG, I graduated Magna Cum Laude with a triple major in finance, management and marketing; you can say I like to keep myself busy. I started off in the industry as a financial advisor and registered representative and became particularly interested in building a practice leveraging the latest technology. If you have the rare chance of catching me off the clock, you can find me coaching, watching, playing… everything basketball. I’m actually more of a shooting guard myself, but here at PFG we strive to be your ‘power forward’; the complete and strategic member of your team.
Mikaela holds her Series 6 and 63 licenses and is a Registered Representative of HTK.
Basketball
A former captain and current coach – nothing more gratifying than seeing your team win!
Bruce Springsteen
Windows down driving on the Garden State Parkway!
No Rules Rules:
Netflix and the Culture of Reinvention by Reed Hastings and Erin Meyers
The Lola Hoboken
Did someone say bottomless Mimosas? The possibilities are endless!
It’s March
College basketball and St. Patrick's Day- enough said!
At The Jersey Shore
Sometimes you just need to get out in the sun!
Hey guys, it’s Chris here! As a former stockbroker, I came over to the PFG team to help my clients create holistic financial plans that aren’t centered around the hot stock of the day.
I strongly believe that you can create wealth for yourself and future generations through proper planning and a strategic approach.
When I’m not working with my clients to help increase their wealth and live on their terms, you can find me with a pint of Guinness watching a baseball game!
Chris holds his Series 7, 24 and 63 licenses and is a Registered Representative of HTK.
Baseball
Baseball is a great sport that requires strategic thinking and teamwork, much like my role.
Watching a Cardinals game
There is no better feeling than watching your team succeed.
F&J The Pine in the Bronx
Their Chicken Parm with Spaghetti is second to none. Can't beat the classic dishes!
Old Fashioned
There's something strong about a simple classic. Easy but effective, just like finance can be.
Softball and Beers
Weekends with family and friends are so important. It's a great way to relax and recharge.
Jersey Shore
Our family tradition of going to the Jersey Shore is something I look forward to every year!
Hey there, I’m Bobby from the Power Forward Group. At PFG, we aim to be your key player; to help ensure your financial strategy is running at peak performance. Did you catch the sports reference? A little about me, I was born and raised in Verona, New Jersey before graduating from Bucknell University with a degree in Economics, while also starting as a wide receiver for the Bison football team. Being an athlete requires patience, skill and dedication, traits that I’ve carried into my current career. Having a passion for numbers and for being around great people lead me to be a financial professional. I’m here to be your No. 1 fan, your coach and your motivator to get your finances into shape for the long haul.
The most important thing I learned in my career is the smartest move you can make is to simply start planning now, while you have the time to maximize your savings and earning potential. Together we can tackle your financial game plan and achieve your life’s goals. Let’s get started.
Bobby holds his Series 7 and 66 licenses and is a Registered Representative of HTK.
The Masters
They don't call it 'a tradition unlike any other' for no reason.
Kygo
Nothing better than the happy-summer vibes playlist.
The NY Jets
The New Yok Jets- ...unfortunately. This is our year though!
Playing the Piano
Let's just say people won't be paying to hear me play, but it's my escape.
A Big Italian Sunday Dinner With The Family
I’m Italian, what can I say?
Big Sky, Montana
I'd snowboard every day if I could.
Hey, Joe here from the Power Forward Group, coming to coach you on running your financial life. Our team provides a step-by-step plan to getting your money on track. Can you tell I'm a runner? I’m here to keep you accountable to your goals and organize a strategy to help you get there. Some goals are like marathons that require more long-term thinking to get there, other goals are like the 100-meter dash that are closer in sight. Each requires your training to start now. What’s stopping you?
After college, I joined my family’s business and increased their profitability and impact through streamlining their systems. I take those skills of running an organization efficiently to help my clients achieve success. My end goal has always been to have people reach that “runners’ high” through having more clarity in their financial life.
Joe holds his Series 7 and 66 licenses and is a Registered Representative of HTK.
Basketball
I love watching a game of basketball, there is a lot of flexibility and teamwork involved, like my role.
BPM (Channel 51 on SiriusXM)
Can't go wrong with some solid radio when you're driving!
Running
Some of my best thoughts come to me when I'm running. When my mind opens up there's no stopping what I can come up with!
Moscow Mule
The spicy ginger beer and the sour lime is the perfect contrast, and of course you can't forget the vodka!
New York Jets
There's nothing better than watching your team succeed!
Florida
Sometimes all you needed is to lie on a beach and dip in and out of the ocean. Breaks are necessary every now and again!
Hey there, I'm Michael. As one of the younger members of PFG, I bring energy, passion, and a fresh perspective to all of my clients. I thrive when faced with complex challenges and love crafting unique financial strategies for individuals' unique circumstances.
A little about me, I was born and raised in Brooklyn, NY, graduated from Baruch College with a degree in Finance, and am currently studying to become a Certified Financial Planner. I am passionate about helping people ensure the money they work hard to earn is working for them at the same time. During my time at a private bank, I saw first-hand the strategies high net worth individuals use to create and preserve generational wealth. My goal is to help my clients achieve their version of financial freedom.
Michael Dayan is a registered representative of HTK and holds his Series 7 and Series 63.
Tennis
A day on the court is a good day.
Table 87
Nothing like a good coal-fired, local Brooklyn pizza spot
Molly's Game
Skiing and gambling, great combo
Kygo at MSG
Never have experienced the Garden like that
Maldives
Clear water like you've never seen before
The U.S. Open
As a former ball boy, it's good to go watch as a fan
My journey to becoming a financial advisor can be summed up in 1 word... Atypical. Graduating from Brooklyn College in 2001, after working part time in my family coffee roasting business through undergrad, I spent the subsequent 20 years starting with warehouse work and moving to sales, eventually to warehouse and office management until finally taking over the complete operations of the business as CFO. After growing the business successfully YOY, I put us in a prime position to sell at the businesses peak value.
Coming from the world of small business, I find myself acutely aware of the challenges and obstacles we face in planning our financial futures. Juggling business and family leaves little time to focus on the proper, safest ways to ensure we get to enjoy the fruits of our labor when we are ready to move on in the next stages of our lives. I get the greatest pleasure helping my clients navigate and plan, ensuring they attain "peak value" in their Golden Years.
Opening Day at Shea
Skipping school with dad to see the undefeated Mets? Yes, please!
Anywhere with a Beach
(& no rain). Me, my wife, and 5 kids aren't picky as long as it's 80+ degrees!
Sons' Basketball Games
at their schools. They're amazing! They must have my wife's genes, lol!
Coffee
You can take David out of (the) coffee (business), but you can't take the coffee out of David.
With my Grandkids
Down the block from them in the Spring, and Facetiming them from Miami in the winter
Dirty Martini
It's like a meal and drink in one!
Hey, I'm Charlie. A little bit about me: I come from Eatontown, NJ, and graduated from Yeshiva University with a degree in Finance, Marketing, and Real Estate. Currently, I'm working towards becoming a Certified Financial Planner (CFP) to become even more knowledgeable for my clients. I'm deeply passionate about helping people make the most of their hard-earned money.
During my tenure at a major insurance firm, I specialized in crafting personalized financial plans for individuals. But I joined PFG to be able to offer my clients and entire suite of solutions and not just the ones offered by the company I worked for. As one of the younger members at PFG, I bring vigor, zeal, and a fresh outlook to my client interactions. I thrive on tackling intricate challenges and enjoy tailoring unique financial strategies to fit each individual's circumstances.
Tool of Titans
Little tidbits from interviews of the world's most successful
Pardon My Take
Proud AWL, Barstool Sports x a great guest lineup
Sugarfish
Preset menu makes ordering easy and the quality is unmatched
Porter Robinson Sunset
Beautiful EDM music outdoors as the sun was coming down
Aruba
Perfect weather and clear water, what else can you ask for
Brooklyn Nets
Tough few years but the future is bright!
Hi there, I’m Nuchem, the Financial Matchmaker. I am passionate about helping people in my community with complex life insurance matters. It is most important to me that if something were to happen to someone I know, their family is provided for. Through an authentic heart and listening ears, I provide the highest quality of care and advice for my clients.
I joined PFG after serving as an independent advisor for many years to be able to ‘match’ my clients with a broader range of solutions to take themselves and their businesses to the next level. I believe strongly in giving back and volunteer with The Renewal Kidney organization (with whom I’ve been personally impacted), Tomchai Shabbes of Rockland County and Kosher Troops.
Martial Arts
This sport helps with physical, mental and spiritual development.
Noi Due
This place in Manhattan is a must-visit. I would recommend this Italian to anyone!
Think Like A Monk
This book really opens up my thoughts and gives me a moment of reset and relaxation while reading.
Cosmo
I love a cosmo, always my go-to!
Anything related to Philosophy
I love thought-provoking podcasts, anything that gets my brain working!
National Parks or Cruise Ships
My favorite place to be is in nature, so whether that's in a park hiking or relaxing on a cruise in the ocean.
For close to a decade, I’ve dedicated myself to becoming a student of the industry, constantly striving to learn more and more to provide the highest level of advice for the clients of PFG. I’ve achieved the designations of CERTIFIED FINANCIAL PLANNER™(CFP®), Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®) and Financial Services Certified Professional® (FSCP®) through rigorous coursework and study. My goal is to offer education and comfort to our clients, knowing that their financial and estate affairs are handled discreetly and professionally. Not only am I a rockstar when it comes to taking your financial plans to the next level, but I’m also actually a rockstar on stage as well. You can catch me playing the guitar and singing with my band at the Brooklyn Bowl!
Breakneck Ridge
A great trail right along the Hudson River.
Giants
We’ll get back to the glory days soon.
Pod Save America
I can be a bit of a politics nerd.
Walters Pub near MSG
A great, low-key neighborhood joint.
Grateful Dead
I mean I am in a rock band.
Playing Guitar
Again, I’m in a band.
Hey! As a younger member of the Power Forward Group team, I bring enthusiasm and tireless energy to serve my clients utilizing the latest technology out there. My focus is on helping my clients accumulate wealth to be able to build the life of their dreams. I believe that every strong plan begins with a foundation of protection that includes life and disability insurance.
Born and raised in Brooklyn, New York, I am passionate about giving back to my community and am involved in many local organizations. I volunteer teaching children and coaching the middle school hockey team. Financial planning isn’t just for millionaires, how do you think they get there?
Spumoni Gardens
New York has the best pizza in the world.
Watching the Rangers
Madison Square Garden is the Mecca.
Red Hot Chili Peppers
“Take me to the place I love, take me all away.”
Spittin’ Chicklets
Barstool sports x hockey, what can go wrong.
Polo Club, Boca Raton FL
The best summer vibes.
Dallas Cowboys
America’s team!
Hey, I’m Nick and I’ve been a property and casualty agent for over 15 years. I’ve partnered with the team at Power Forward Group to bring a wide range of solutions to their clients. Together, we collaborate and search the marketplace to find the right fit for your unique situation. As an independent agent, I have relationships with many of the large players which means I work for you, not the insurance companies.
Football
Best sport to watch - hands down!
Any spot that has football on
Nothing like watching the football game with a pint in your hand with your friends!
Miami Dolphins
Watching your team success is such a great feeling!
Watching Football
Are you sensing a theme yet?
Watching Football
As soon as that game starts, I’m hooked in and there’s no distracting me!
Can you guess?
Sunday is game day! Football all around!
